Unclaimed
Jasmin Valiente is a registered investment advisor representative with State Farm Investment Management Corp. Jasmin has been in the industry since 2014, and is licensed in Florida. Jasmin also holds Series 6TO and SIE licenses and has passed the Uniform Investment Adviser Law Examination (Series 65). Jasmin provides portfolio management for individuals and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
FL
05/17/2024 - Present
State Farm Investment Management Corp. (Miami FL)
IA
Issued 03/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/21/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/11/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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